NewEdge Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

NewEdge Advisors’s Portfolio KYN Stock Details KYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.04M	Buy	220,149 +55,641	+34%	+$771K	0.01%	998
2026 Q1	$2.35M	Sell	164,508 -28,578	-15%	-$384K	0.01%	1024
2025 Q4	$2.39M	Buy	193,086 +90,898	+89%	+$1.08M	0.01%	984
2025 Q3	$1.26M	Buy	102,188 +5,838	+6%	+$71.9K	0.01%	1267
2025 Q2	$1.23M	Buy	96,350 +91,079	+1,728%	+$1.1M	0.01%	1179
2025 Q1	$67.6K	Buy	5,271 +271	+5%	+$3.5K	﹤0.01%	2435
2024 Q4	$63.5K	Hold	5,000	–	–	﹤0.01%	2435
2024 Q3	$55K	Hold	5,000	–	–	﹤0.01%	2402
2024 Q2	$51.6K	Sell	5,000 -5,500	-52%	-$54.3K	﹤0.01%	2331
2024 Q1	$105K	Buy	+10,500	New	+$94.9K	﹤0.01%	2050
2022 Q3	–	Sell	-70,965	Closed	-$595K	–	1602
2022 Q2	$595K	Buy	+70,965	New	+$643K	0.01%	905
2017 Q3	–	Sell	-12	Closed	-$217	–	775
2017 Q2	$217	Buy	+12	New	+$232	﹤0.01%	1391

Other funds holding KYN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors's KYN Position: Q2 2026 in Review

NewEdge Advisors increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 34% in Q2 2026, buying an estimated $771K and bringing the position to 220,149 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #998.

NewEdge Advisors first reported a position in KYN in Q2 2017 and has held it in 12 quarters since. 264 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

NewEdge Advisors held 220,149 shares of Kayne Anderson Energy Infrastructure Fund worth $3.04M as of Q2 2026.
NewEdge Advisors bought 55,641 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $771K.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #998 holding.
NewEdge Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2017 and has held it in 12 quarters since.
264 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.